Adept Financial Planning in Bowen Hills | Investing service

Adept Financial Planning

Locality: Bowen Hills

Phone: +61 7 3177 1199

Address: Suite 35, 17 Bowen Bridge Road 4006 Bowen Hills, QLD, Australia

Website: http://www.adeptfinancial.com.au

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25.01.2022 We would like to wish all our clients, and their extended families, a peaceful and blessed Christmas. We look forward to continue working with you during 2020.

25.01.2022 We would like to wish one and all a very merry Christmas, and that the peace of this season is known to you and your families. For our clients, whilst the office is closed until the 14th of January, if you need us at all during this time, please email or call. We take our ongoing service seriously, and are always here when you need us. Merry Christmas, and God bless!

24.01.2022 We give thanks to those who have gone before us, and those who are presently serving, who gave (and are presently giving) so much so that WE can live in FREEDOM. Thank you...sincerely, thank you! Lest we forget.

24.01.2022 Looking to cut through 'the spin' and see how the Budget may impact your financial planning decisions? Please find below the link to our overview of the Budget.

22.01.2022 Can you believe the year is already a quarter over! Wishing our clients and followers on FB a wonderful and safe Easter.

22.01.2022 That is FY2018 done and dusted. Overall, the year has provided relatively pleasing markets, despite an increase in volatility, and we have so enjoyed helping our clients on the road to enhanced financial security. We very much look forward to working closely with you in the new financial year. We count it as an immense privilege to be co-partnering in your journey.

22.01.2022 Ever wondered how much super you will need to retire? Here is an article by Glenn Baker, Principal of Adept, on steps we go through to calculate this 'Golden Number' for specific individuals, rather than assuming that everyone is the same!

22.01.2022 Well, it is Financial Planning Week (yes, there is such a thing!). This year, the subject is 'Share the Dream' with a focus on educating your children on financial matters. Here is part 1 of quite a cute clip on kids' thoughts on money.

21.01.2022 Nice to meet you 7,000 points! Happy New Year one and all!!

21.01.2022 Hello 6,000 points, nice to see you again. ASX200 or the All Ordinaries...which is the Aussie index you use? For us, today, we use the All Ordinaries.

19.01.2022 Budget 2018 - as always, we will be providing a detailed overview of the key takeouts of any financial planning opportunities and/or impacts resulting from tomorrow evenings Budget. Stay tuned!

19.01.2022 What a wonderful evening was had at the Red Frogs Gala Fundraiser tonight. If you are looking for a very worthwhile cause to make a tax deductible donation prior to June 30, they are doing tremendous work helping keep our kids safe.More info for those interested in giving can be found at www.redfrogs.com.au

19.01.2022 Considering and planning for retirement?? Here is an article by Glenn Baker on some 'tips for new players'.

18.01.2022 Happy Budget Night! We may be alone, but we are looking forward to watching the Federal Budget being handed down in a little over an hour. For those clients of Adept, watch your inbox tomorrow for a detailed overview from a financial planning perspective, without the spin! For those who are not yet clients, what is stopping you!

18.01.2022 Here is our latest article, which has a 'tongue in cheek' title, but some valuable lessons on investing fundamentals. As always, please contact us if you wish to discuss, or you wish to get on board with Adept! https://www.adeptfinancial.com.au//Should-I-Sell-my-Shares

18.01.2022 Curious that there has been no mention about the $44.3 billion added to to the Australian share market over the past two days #AlanKohler. Apparently only negative news sells. If you want facts, rather than headlines, speak with your adviser.

16.01.2022 It appears it runs in the family...nutting out the impacts of the Federal Budget on the family.

15.01.2022 As widely expected and anticipated, the Reserve Bank of Australia has dropped the official interest rate to 0.5%, largely to combat the reduced economic activity caused by the latest Coronavirus; however it was also likely to happen to give the economy a ‘kick along’ after the bushfires and floods throughout our fair land. It is expected that other central banks will also continue/begin cutting interest rates. Share markets have reacted positively overnight and today, althoug...h not to suggest that we are through the immediate issue. Equities tend to react positively to interest rate decreases, all else being equal, due to the Discounted Cash Flow method of valuing shares, amongst other things. This should provide a little extra stimulus into the domestic economy, although I anticipate the volatility due to the Coronavirus will continue to impact markets, until certainty returns. As always, if you have any questions, please contact me at your convenience. Kindest regards, Glenn

14.01.2022 Royal Commission although it has only just begun, the RC has revealed some quite unsavoury practices from our largest financial institutions, and has tainted what I believe to be an extremely important profession, Financial Planning. If you are wanting advice from a degree-qualified Financial Planner (with over 13 years experience as a Financial Planner, and some 19 years experience in the industry), who owns his own business and is in your corner, Glenn is ready and wa...iting to be your professional Financial Planner and advocate. We are sure our clients will testify that we are a HIGH TOUCH and HANDS ON practiceno fee for no-service here!! Please click the message button below and lets get this journey started! We would consider it an honour to help you achieve the financial security that you desire. Adept Financial PlanningStart Planning Start Dreaming.

14.01.2022 Practical tips on how to reduce financial stress within your marriage. In this article, Glenn Baker shares some insights on good financial practices that will reduce your financial burden, and help you stop being a 'slave to the lender'.

14.01.2022 Check out Adept's latest Winter Insights Magazine at https://www.adeptfinancial.com.au/client-newsletters

13.01.2022 We are pleased to circulate Adept's Summer 2018 'Insights' magazine. This magazine can be found at https://www.adeptfinancial.com.au/client-newsletters. As always, if the articles promote any questions, please do not be a stranger!

13.01.2022 HOW TO DOUBLE YOUR INITIAL INVESTMENT IN ONE YEAR I am guessing after that Title, I have your full and undivided attention! How many times have you read or heard claims that appear too good to be true? Particularly with property spruikersnotwithstanding the current turmoil in the real estate market...those puppies just never learn...or people punting on penny dreadful mining stocks hoping they will jump from $0.02 to $0.04. How about Bitcoin with the promise of instant ...riches, or attending some free seminar with the hope of learning some secret that nobody else knows meanwhile the only people getting rich are the organisers who con you into buying their wealth creation club membership. Whats sadder is many people believe this stuffhook, line and sinker!! What is it about creating wealth, that people are prepared to undertake significant risk, sometimes risk all they have, with the hope of getting it all NOW? The truth is, you CAN actually double your initial investment in just one year, but it is not the way you may be thinking.

13.01.2022 Some of you may be wondering what has been triggering the latest spout of volatility in investment markets over the past two weeks. As I have said many times in the past, I do not believe we can rely on the media (at large) for accurate and non-sensationalist coverage (no offence Alan Kohler and Phillip Laskerbut one cannot get the smile off your dials on days when the markets have tankedquick to lead the headline with how many billions have been wiped off the market toda...Continue reading

12.01.2022 Yesterday a client gave me (Glenn Baker) a little gift for our new son, and today a client gave me a pot plant. We truly do have the most thoughtful and kind clients!

12.01.2022 A very interesting session hearing from Michael Morell, the former Deputy Director of the CIA at the Magellan Adviser Forum, sharing on his views of cyber security, trade wars, and a potential Democrat-lead house. Hamish Douglass was insightful as usual, sharing his view of the future for markets, threats and opportunities, and their (Magellans) portfolio position to take advantage.

11.01.2022 Whether it be a Morrison-led LNP government, or a Shorten-led ALP government, here at Adept we will do everything we can to help our clients be well positioned, and to not only survive, but to thrive.

11.01.2022 This is a great, cost-effective service for anyone interested in buying a property, and due to the low cost, it can be done prior to putting in an offer. Well done team at Develo...a great initiative.

11.01.2022 Welcome Greg Leo, Adept's newest team member, and Client Relationship Manager. Greg has held managerial and national roles previously at Mercy Super, Suncorp and QSuper, over the past 18 years. Greg brings with him in-depth knowledge of superannuation and insurance, together with a laser focus on client service. For clients, Greg will be in touch to introduce himself in the near future. Please join me in welcoming Greg to the Adept team!

10.01.2022 Greetings one and all There is much talk and discussion around the Coronavirus in traditional and social media, ranging from the end of the world to it being not much worse than the flu. We have seen an impact on financial markets, which is to be expected during such geopolitical events such as these. For many of my clients, they are well experienced in such events, having lived (and survived) through the Asian Currency Crisis, the dot com bubble, GFC, Grexit, Brexit, the ...fear of the Trump election, the inverted yield curve etc etc. However, for those new to investing, I do appreciate that there may be some apprehension or questions as to what is occurring, and what action they should take. We build our portfolios, and greater investment strategies, to take into account these geopolitical events, which are a regular occurrence (although unpredictable). Attached is an overview of such matters, which I hope is useful. As always, if you have any questions, or you would like to discuss, please contact me at your convenience. Kindest regards, Glenn.

07.01.2022 Ever heard that money cant buy you happiness? That is of course true, but financial stress can sure bring added worry and unhappiness! Here is an interesting article. Like all things we read on social media, swallow the meat and spit out the bones.

07.01.2022 We are happy to circulate Adept's recent Spring Insights Magazine. This magazine, and previous magazines, can be found at https://www.adeptfinancial.com.au/client-newsletters. As always, if it promotes any questions or you would like to investigate further, please do not be a stranger!

04.01.2022 Good afternoon valued clients, I thought it necessary to provide some commentary around market movements over the past two trading days, due to the somewhat regretful lack of confidence in the media to provide meaningful, non-sensationalist reporting. After looking at the US equity markets over the past two nights, and other equity markets including our own yesterday and today, one would be forgiven for thinking that something terrible was occurring in the world economies. T...Continue reading

04.01.2022 If you are one of the many who made a New Year resolution of becoming financially independent and secure, then let's get the ball rolling and book in a time for an initial, complementary meeting with Adept Financial Planning.

04.01.2022 We would like to wish all of our clients and followers a very merry Christmas! Our office will be closed from this afternoon and reopening first thing on the 8th of January. For our clients, as always, please contact Glenn on his mobile or email during this time if you need him...we take our 'ongoing service' quite literally and are always here if you need us.

04.01.2022 I (Glenn Baker) felt a little weird today. It is Queensland Day (happy 159th birthday Queensland!!! You look amazing for your age!), and the day of the first State of Origin, and I spent the entire day in NSW visiting clients -.- Hopefully not an omen.

02.01.2022 We are looking to hire an experienced Financial Planner Assistant (Part-time). Details can be found at the below link. Please feel free to share with anyone who may be interested. https://www.seek.com.au/financial-plann/in-Herston-QLD-4006

02.01.2022 With Good Friday and Anzac Day remembered within days of each other this year, what an opportune time to stop and reflect on the cost paid for our freedom. The freedom we have today was not free, it was very costly indeed. Blessings to your families during this coming week.